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Justin Chiles Bowersock

ROCKHILL ADVISORS LLC·VICTOR, Idaho
SIE, Series 7, Series 66CFAClean record11 years registeredROCKHILL ADVISORS LLC
9043 VILLAGE WAY, VICTOR, ID 83445CRD# 6439223Firm CRD# 288789

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Justin Chiles Bowersock · VICTOR, ID
Registration
CRD #6439223 · ROCKHILL ADVISORS LLC · 11 years registered
Brand Profile
Not yet started
01

Career History

ROCKHILL ADVISORS LLC
Jun 2017 – present
MORGAN STANLEY
Mar 2015 – May 2017
LAWRENCE, KS
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · March 27, 2015
Years registered · 11
Professional designation · CFA
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ROCKHILL ADVISORS LLC
CRD 288789 · SEC 801-120591
AUM
$149M
Regulatory assets under management
Employees
2
142 client accounts
Services offered by ROCKHILL ADVISORS LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ROCKHILL ADVISORS LLC →
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05

Frequently Asked Questions

What services does Justin Chiles Bowersock offer?
Justin Chiles Bowersock specializes in Financial Planning, Investment Management. Contact their office in VICTOR, Idaho for a consultation.
What are Justin Chiles Bowersock's credentials?
Justin Chiles Bowersock holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Justin Chiles Bowersock located?
Justin Chiles Bowersock is based in VICTOR, Idaho, working with ROCKHILL ADVISORS LLC. Their office serves clients in the VICTOR metropolitan area and surrounding communities.
How does Justin Chiles Bowersock charge for services?
Justin Chiles Bowersock's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ROCKHILL ADVISORS LLC?
ROCKHILL ADVISORS LLC has approximately 2 employees and manages $149M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Idaho
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Research
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